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Totango Product Wishlist

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Status Collecting Feedback
Categories APIs & Data
Created by Kirsten Bardwell
Created on Sep 21, 2022

Ability to clone or reference account-level user to product-level

Use case: We are bringing users in at the account/parent level and then CSMs add them as contacts at the child level, as there is no indication in SFDC to what team/child they belong to. None of the attributes are copied over, which makes it impossible to target them in campaigns.

Ask: Add the ability to create an identical copy/clone of a user to a different hierarchy level (and include all attributes) or the ability to reference to the user at another hierarchy level.

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